Personal Banker Associate: Teller + Sales Expert

MidFirst Bank - Default; Katy (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Ultipro in Texas is seeking a Personal Banker Associate who blends teller duties with personal banking responsibilities to serve customers efficiently. You will process a wide range of transactions, promote banking products, and work to deepen relationships with both potential and existing clients.

Key requirements include at least one year of sales experience, six months of cash handling or POS work, ability to generate referrals, willingness to become a Notary, and a friendly, team-oriented

Qualifications

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
• Minimum 6 months of cash handling, processing of transactional payments, and/or POS experience in a retail sales or service environment and/or previous banking experience
• Ability to generate referrals including making on-site visits with local businesses
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity
• Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
• Friendly, outgoing, assertive, confident, and enthusiastic personality
• Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense

Responsibilities

• Greet customers and facilitate a welcoming and customer-focused environment
• Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
• Build and maintain relationships with customers to help identify financial products and services that meet their needs
• Promote financial products and services
• Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
• Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
• Generate new business and expand relationships with current customers through networking and Centers of Influence
• Respond to customer inquiries and concerns and create positive solutions
• Support other employees as needed

Skills

Sales experience

Cash handling

Referral generation

Team collaboration

Notary

Microsoft Office

Notary willingness

Bilingual Spanish

Tools

POS system

Microsoft Office

Job description

Ultipro in Texas is seeking a Personal Banker Associate who blends teller duties with personal banking responsibilities to serve customers efficiently. You will process a wide range of transactions, promote banking products, and work to deepen relationships with both potential and existing clients.

Key requirements include at least one year of sales experience, six months of cash handling or POS work, ability to generate referrals, willingness to become a Notary, and a friendly, team-oriented